Kingswood Wealth Advisors »

ProShares Ultra S&P500 shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of ProShares Ultra S&P500 (SSO) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in ProShares Ultra S&P500

Tip: Access up to 7 years of quarterly data

All positions including ProShares Ultra S&P500 held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in ProShares Ultra S&P500 by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 47k 77.52
2023-12-31 $3.6M 55k 65.07

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding ProShares Ultra S&P500

Assetmark
TTP Investments
Citadel Advisors
Adams Wealth Management
Advisor Group Holdings
Main Street Group
Client First Investment Management
Jump Financial
Brookstone Capital Management
HighTower Advisors
Financial & Tax Architects
SP Asset Management
LTG Capital
Unique Wealth
Aveo Capital Partners

View all funds holding ProShares Ultra S&P500